Welltower Inc.
WELL- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000766704
In the last 90 days, Welltower Inc. insiders filed 1 open-market purchase and 0 sales; 1,602 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Welltower Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 807
- +59 vs. Q3 2021
- Shares held
- 426.3M
- +18.5M (+4.5%) vs. Q3 2021
- Total value
- $36.5B
- +$2.92B (+8.7%) vs. Q3 2021
- New holders
- 118
- 296 more added
- Sold out
- 59
- 259 more reduced
15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WELL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,602 | $160.7B |
| Q1 2026 | 1,498 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,237 | $97.4B |
| Q4 2024 | 1,132 | $77.9B |
| Q3 2024 | 1,064 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 963 | $52.6B |
| Q4 2023 | 935 | $48.6B |
| Q3 2023 | 828 | $42.1B |
| Q2 2023 | 813 | $39.9B |
| Q1 2023 | 776 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 786 | $29.8B |
| Q2 2022 | 819 | $37.4B |
| Q1 2022 | 847 | $42.3B |
| Q4 2021 | 807 | $36.5B |
| Q3 2021 | 763 | $33.6B |
| Q2 2021 | 759 | $33.4B |
| Q1 2021 | 735 | $27.4B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ING Groep NV | 60,991 | $5.23M | 0.05% | +11,381+22.9% | Added |
| Azimuth Capital Management LLC | 62,931 | $5.40M | 0.22% | −1,035−1.6% | Reduced |
| Ashfield Capital Partners, LLC | 63,369 | $5.43M | 0.35% | −329−0.5% | Reduced |
| Advisors Management Group Inc | 63,920 | $5.48M | 1.64% | −130−0.2% | Reduced |
| Mackay Shields LLC | 65,019 | $5.58M | 0.05% | +428+0.7% | Added |
| Lincluden Management Ltd | 66,667 | $5.72M | 0.52% | +7,765+13.2% | Added |
| B. Riley Wealth Management, Inc. | 69,073 | $5.92M | 0.41% | −5,066−6.8% | Reduced |
| State of Tennessee, Treasury Department | 69,479 | $5.96M | 0.02% | −1,067−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 69,891 | $5.99M | 0.08% | −13,611−16.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,329 | $6.03M | 0.13% | +7,324+11.6% | Added |
| Vert Asset Management LLC | 72,001 | $6.18M | 5.08% | +72,001 | New |
| British Columbia Investment Management Corp | 74,393 | $6.38M | 0.04% | −2,743−3.6% | Reduced |
| Carret Asset Management, LLC | 74,565 | $6.39M | 0.71% | −193−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 75,077 | $6.44M | 0.03% | −125−0.2% | Reduced |
| DnB Asset Management AS | 77,422 | $6.64M | 0.04% | +7,862+11.3% | Added |
| SG Americas Securities, LLC | 77,871 | $6.68M | 0.04% | +74,053+1,939.6% | Added |
| Metropolitan Life Insurance Co | 78,461 | $6.73M | 0.09% | +618+0.8% | Added |
| Utah Retirement Systems | 79,103 | $6.79M | 0.08% | +2,700+3.5% | Added |
| Pinnacle Associates Ltd | 79,417 | $6.81M | 0.12% | +79,417 | New |
| Natixis Advisors, L.P. | 80,939 | $6.94M | 0.03% | +3,560+4.6% | Added |
| Mutual of America Capital Management LLC | 80,952 | $6.94M | 0.07% | +2,106+2.7% | Added |
| Bank of Nova Scotia | 83,421 | $7.16M | 0.01% | +13,396+19.1% | Added |
| Manning & Napier Group, LLC | 84,030 | $7.21M | 0.06% | −103−0.1% | Reduced |
| Nissay Asset Management Corp | 84,329 | $7.23M | 0.06% | +3,916+4.9% | Added |
| Natixis | 84,828 | $7.28M | 0.02% | −545,467−86.5% | Reduced |
| Pensionfund DSM Netherlands | 85,953 | $7.37M | 0.85% | −2,000−2.3% | Reduced |
| Yousif Capital Management, LLC | 88,017 | $7.55M | 0.08% | +88,017 | New |
| Central Trust Co | 88,957 | $7.63M | 0.22% | −1,706−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 89,583 | $7.68M | 0.02% | −34,940−28.1% | Reduced |
| Public Sector Pension Investment Board | 93,529 | $8.02M | 0.04% | +2,120+2.3% | Added |
| TCW Group Inc | 94,795 | $8.13M | 0.07% | +4,585+5.1% | Added |
| Venture Visionary Partners LLC | 95,904 | $8.22M | 0.53% | +3,663+4.0% | Added |
| MetLife Investment Management | 96,169 | $8.25M | 0.07% | +729+0.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 96,273 | $8.27M | 0.04% | +5,324+5.9% | Added |
| Jefferies Group LLC | 96,698 | $8.29M | 0.15% | +96,698 | New |
| Korea Investment CORP | 98,300 | $8.43M | 0.02% | +13,900+16.5% | Added |
| Trust Co of Toledo NA | 99,575 | $8.54M | 1.28% | −6,588−6.2% | Reduced |
| Susquehanna International Group, LLP | 99,998 | $8.58M | 0.01% | +50,239+101.0% | Added |
| Forsta Ap-Fonden | 101,700 | $8.72M | 0.09% | +11,000+12.1% | Added |
| USS Investment Management Ltd | 101,779 | $8.73M | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 105,062 | $9.01M | 0.02% | +6,350+6.4% | Added |
| Truist Financial Corp | 108,763 | $9.33M | 0.01% | −6,350−5.5% | Reduced |
| Comerica Bank | 109,553 | $9.37M | 0.07% | −132,650−54.8% | Reduced |
| State of Michigan Retirement System | 109,596 | $9.40M | 0.05% | +3,500+3.3% | Added |
| Janus Henderson Group PLC | 109,936 | $9.43M | 0.00% | −322,471−74.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 110,593 | $9.49M | 0.08% | −2,700−2.4% | Reduced |
| Maryland Capital Management | 113,082 | $9.70M | 0.52% | +8,470+8.1% | Added |
| Commonwealth Equity Services, LLC | 113,282 | $9.72M | 0.02% | +3,020+2.7% | Added |
| KBC Group NV | 113,622 | $9.75M | 0.03% | −16,871−12.9% | Reduced |
| Arizona State Retirement System | 115,732 | $9.93M | 0.08% | −699−0.6% | Reduced |
| Amalgamated Bank | 117,144 | $10.0M | 0.07% | +245+0.2% | Added |
| American International Group, Inc. | 128,595 | $11.0M | 0.06% | +2,403+1.9% | Added |
| Handelsbanken Fonder AB | 131,632 | $11.3M | 0.06% | −10,529−7.4% | Reduced |
| LPL Financial LLC | 131,818 | $11.3M | 0.01% | +8,564+6.9% | Added |
| Allspring Global Investments Holdings, LLC | 133,185 | $11.4M | 0.01% | +133,185 | New |
| Tredje AP-fonden | 136,451 | $11.7M | 0.23% | −33,104−19.5% | Reduced |
| Cannell Peter B & Co Inc | 137,231 | $11.8M | 0.33% | −5,061−3.6% | Reduced |
| Employees Retirement System of Texas | 143,030 | $12.3M | 0.14% | +143,030 | New |
| Calamos Advisors LLC | 143,518 | $12.3M | 0.05% | +5,551+4.0% | Added |
| Resolute Capital Asset Partners LLC | 144,785 | $12.4M | 8.11% | +144,785 | New |
| Keybank National Association | 146,566 | $12.6M | 0.05% | −5,311−3.5% | Reduced |
| Royal London Asset Management Ltd | 151,134 | $13.0M | 0.05% | 00.0% | Unchanged |
| ProShare Advisors LLC | 155,666 | $13.4M | 0.03% | +30,915+24.8% | Added |
| Voloridge Investment Management, LLC | 160,688 | $13.8M | 0.08% | +147,517+1,120.0% | Added |
| Teacher Retirement System of Texas | 161,442 | $13.8M | 0.06% | +94,790+142.2% | Added |
| Treasurer of the State of North Carolina | 163,933 | $14.1M | 0.07% | +5,390+3.4% | Added |
| LGT Group Foundation | 166,529 | $14.3M | 0.37% | +166,529 | New |
| Aviva PLC | 171,198 | $14.7M | 0.06% | +1,253+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 171,625 | $14.7M | 0.03% | −18,561−9.8% | Reduced |
| AQR Capital Management LLC | 173,147 | $14.9M | 0.03% | −16,482−8.7% | Reduced |
| Janney Montgomery Scott LLC | 176,457 | $15.1M | 0.06% | +4,394+2.6% | Added |
| Stifel Financial Corp | 177,529 | $15.2M | 0.02% | +3,927+2.3% | Added |
| Storebrand Asset Management AS | 181,630 | $15.6M | 0.07% | −18,373−9.2% | Reduced |
| BNP Paribas Arbitrage, SA | 183,585 | $15.7M | 0.04% | −37,836−17.1% | Reduced |
| TD Asset Management Inc | 190,160 | $16.3M | 0.01% | −5,951−3.0% | Reduced |
| Oppenheimer Asset Management Inc. | 194,902 | $16.7M | 0.22% | +6,862+3.6% | Added |
| Thrivent Financial for Lutherans | 200,522 | $17.2M | 0.03% | −12,063−5.7% | Reduced |
| Tekla Capital Management LLC | 203,083 | $17.4M | 0.56% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 206,394 | $17.7M | 0.06% | +91,203+79.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 216,101 | $18.5M | 0.09% | −1,472−0.7% | Reduced |
| Sandler Capital Management | 216,836 | $18.6M | 2.35% | +1,346+0.6% | Added |
| NN Investment Partners Holdings N.V. | 229,168 | $19.7M | 0.10% | +89,707+64.3% | Added |
| Walleye Capital LLC | 229,792 | $19.7M | 0.65% | +229,792 | New |
| D. E. Shaw & Co., Inc. | 229,976 | $19.7M | 0.02% | +150,311+188.7% | Added |
| Guggenheim Capital LLC | 232,754 | $20.0M | 0.10% | +15,549+7.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 245,356 | $21.0M | 0.04% | −194,085−44.2% | Reduced |
| AMF Pensionsforsakring AB | 245,435 | $21.1M | 0.14% | −20,976−7.9% | Reduced |
| Davis Selected Advisers | 247,840 | $21.3M | 0.10% | +34,040+15.9% | Added |
| Impax Asset Management Group plc | 255,950 | $22.0M | 0.08% | −555−0.2% | Reduced |
| Van Eck Associates Corp | 260,806 | $22.4M | 0.05% | +67,662+35.0% | Added |
| Virginia Retirement Systems Et Al | 264,633 | $22.7M | 0.21% | +10,200+4.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 264,994 | $22.7M | 0.07% | +1,096+0.4% | Added |
| The PNC Financial Services Group, Inc. | 266,876 | $22.9M | 0.02% | −1,905−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 273,508 | $23.3M | 0.06% | +38,909+16.6% | Added |
| Presima Inc. | 276,550 | $23.7M | 4.05% | −23,300−7.8% | Reduced |
| 1832 Asset Management L.P. | 280,498 | $24.3M | 0.04% | −1,216−0.4% | Reduced |
| Chilton Capital Management LLC | 289,020 | $24.8M | 1.27% | +5,478+1.9% | Added |
| Ranger Global Real Estate Advisors, LLC | 297,501 | $25.5M | 2.25% | +170,000+133.3% | Added |
| Toronto Dominion Bank | 304,255 | $26.1M | 0.03% | +69,660+29.7% | Added |
| Franklin Resources Inc | 319,903 | $27.4M | 0.01% | +3,168+1.0% | Added |